Liberty Wealth Management LLC Vanguard Financial ETF Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 12,830 shares of VFH stock, worth $1.52 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
12,830
Previous 12,787 0.34%
Holding current value
$1.52 Million
Previous $1.28 Million 10.59%
% of portfolio
0.25%
Previous 0.23%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$99.27 - $111.21 $4,268 - $4,782
43 Added 0.34%
12,830 $1.41 Million
Q2 2024

Aug 06, 2024
BUY
$95.9 - $103.0 $16,015 - $17,201
167 Added 1.32%
12,787 $1.28 Million
Q1 2024

May 02, 2024
BUY
$90.62 - $102.39 $1.14 Million - $1.29 Million
12,584 Added 34955.56%
12,620 $1.29 Million
Q4 2023

Feb 08, 2024
SELL
$75.97 - $92.67 $791,455 - $965,436
-10,418 Reduced 99.66%
36 $3,000
Q3 2023

Nov 13, 2023
BUY
$80.32 - $86.71 $10,441 - $11,272
130 Added 1.26%
10,454 $840,000
Q2 2023

Aug 10, 2023
BUY
$74.65 - $81.49 $20,454 - $22,328
274 Added 2.73%
10,324 $838,000
Q1 2023

May 03, 2023
BUY
$74.95 - $90.64 $7,719 - $9,335
103 Added 1.04%
10,050 $782,000
Q3 2022

Nov 15, 2022
SELL
$74.44 - $88.21 $20,396 - $24,169
-274 Reduced 2.68%
9,947 $740,000
Q2 2022

Aug 15, 2022
BUY
$75.42 - $93.29 $10,407 - $12,874
138 Added 1.37%
10,221 $789,000
Q1 2022

May 09, 2022
BUY
$87.26 - $101.75 $24,694 - $28,795
283 Added 2.89%
10,083 $941,000
Q4 2021

Feb 15, 2022
SELL
$92.72 - $100.95 $186,274 - $202,808
-2,009 Reduced 17.01%
9,800 $945,000
Q3 2021

Nov 15, 2021
BUY
$86.32 - $96.09 $192,148 - $213,896
2,226 Added 23.23%
11,809 $1.11 Million
Q2 2021

Aug 13, 2021
SELL
$85.53 - $94.49 $73.2 Million - $80.9 Million
-856,270 Reduced 98.89%
9,583 $866,000
Q2 2021

Aug 13, 2021
BUY
$85.53 - $94.49 $73.2 Million - $80.9 Million
855,888 Added 8588.94%
865,853 $9.58 Million
Q4 2020

Feb 09, 2021
SELL
$58.32 - $72.85 $3,207 - $4,006
-55 Reduced 0.55%
9,965 $725,000
Q3 2020

Nov 05, 2020
BUY
$55.49 - $62.22 $24,748 - $27,750
446 Added 4.66%
10,020 $586,000
Q2 2020

Aug 04, 2020
SELL
$47.38 - $65.88 $3,932 - $5,468
-83 Reduced 0.86%
9,574 $548,000
Q1 2020

Apr 27, 2020
SELL
$42.8 - $77.51 $4,879 - $8,836
-114 Reduced 1.17%
9,657 $490,000
Q4 2019

Feb 05, 2020
SELL
$66.8 - $76.51 $78,089 - $89,440
-1,169 Reduced 10.69%
9,771 $745,000
Q3 2019

Oct 30, 2019
SELL
$69.67 - $71.37 $14,630 - $14,987
-210 Reduced 1.88%
10,940 $766,000
Q2 2019

Jul 30, 2019
SELL
N/A
-85 Reduced 0.76%
11,150 $769,000
Q1 2019

Apr 18, 2019
BUY
N/A
4 Added 0.04%
11,235 $725,000
Q4 2018

Mar 26, 2019
BUY
N/A
11,231 New
11,231 $666,000

Others Institutions Holding VFH

# of Institutions
688
Shares Held
52.3M
Call Options Held
45K
Put Options Held
10.5K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email